Building a Strategy Uniquely Tailored to You

A customized and comprehensive financial strategy serves as a “how-to” for pursuing and potentially helping achieve your goals. Our process gives us an orderly way for moving forward and fully addressing your needs. Here are the basic steps we follow.

Understand
First, we’ll build an understanding of you, your business or your organization – your goals, current financial situation and the issues you face. We’ll also make you aware of our capabilities and explain how we’ll address the full scope of your tax and financial life.

Design
Next, we will analyze what you’ve shared with us in order to design a comprehensive financial strategy that takes into account your complete financial picture. This step may include collaborating with other professional advisors such as your lawyer or investment committee. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

Implement
With your approval, we will execute your customized strategy using the extensive resources and capabilities of our well-established CPA firm. This involves full access to our tax, audit and business advisory teams as well as the resources through AGN International.

Manage
Once you approve our approach, we will continually monitor progress relative to your defined objectives and suggest any changes where needed. We accomplish this by providing periodic reviews and performing year-round accounting duties from year-end tax planning and preparation to strategies for charitable contributions. A key to this step is your involvement and communication of any significant changes in your life.